Once your SalesLoft is connected to your Salesforce account, all of your completed activities will be logged in Salesforce. This means that each time you send an email (or Loft it), log a phone call with the Dialer, complete an Other step, or even take a note, that completed activity will be recorded within the Salesforce record’s activity history.
All activity will be logged on the Lead or Contact level. If a Contact is associated with a Salesforce Account, the activity will log under the Account’s activity history as well.
Each activity type will log the same standard information by default. To include further activity data and information, ask your SalesLoft admin about mapping activity information from the Salesforce Field Configuration.
In this article, we will go over Salesforce logs, including:
- CRM Record Selection
- Salesforce Email Logs
- Salesforce Call Logs
- Salesforce Other Step Logs
- SalesLoft Note Logs in Salesforce
- Meeting Logged as a Task
- Meeting Logged as an Event
- Conversation Intelligence Logs in Salesforce
CRM Record Selection allows users to log email activity to alternative records, giving you complete control over which Salesforce record an email will be logged to.
To learn more about logging to alternative records with CRM Record Selection, check out our CRM Record Selection article.
After an email is sent from SalesLoft or sent from Gmail or Outlook using the Loft It button, the log will appear under the activity history of the Lead or Contact and the Account.
Email logs will be recorded with the subject line "Email: (Subject line of the email)."
When you enter the activity details, you will find the body of your email message in the Comments. Other activity-related data will be filled out according to your Activity Field Mapping Settings.
Calls that are logged from the Dialer will appear under the activity history of the Lead or Contact and the Account.
Call logs will be recorded with the subject line "Call: (Call Disposition)|(Call Sentiment)."
When you enter the activity details, you will find any notes that were logged from the call in the Comments. Other activity-related data will be filled out according to your Activity Field Mapping Settings.
Other steps are logged under the activity history along with your emails and calls any time an Other step is logged from a Cadence. Things to Note: Other steps that are Complete Only will not be logged.
Other steps will be logged as "Other: (Step Name)."
Any notes logged in the Other step log box will appear in the comments in the activity details.
SalesLoft allows you to log single notes on a Person or Account record. Any time a note is taken, it will be logged in Salesforce under the activity history on that Salesforce object.
Notes will be logged with the subject line "Note" and note details will appear in the Comments in the activity details.
Whenever you book a meeting from SalesLoft, whether you send a Person a meeting invite or they select a meeting time from a calendar link, the meeting will appear on the Person Profile page in SalesLoft. By default, the meeting will also log to Salesforce as a closed activity task.
Things to Note:
- Meetings will log as tasks unless otherwise designated in the Salesforce Activity Logging settings.
- If a meeting is rescheduled or canceled, SalesLoft will not reflect the changes. Once an event has been created, SalesLoft does not track or maintain any further updates on the event.
Meeting Logged as an Event
If your team has selected to log meetings to Salesforce as events in the Salesforce Activity Logging Settings, all meetings will be logged to Salesforce as events. Logging meetings as tasks will automatically stop.
The following meeting details will be logged to standard Event fields:
- Assigned To
- Meeting Start/End
Attendees will be logged to Salesforce in case an attendee email matches the email of the SalesLoft user with a connected CRM, or it matches the email of the SalesLoft Person with a related CRM record. All attendees will be logged with "Hasn't Responded" status.
Things to Note:
- SalesLoft will ignore custom fields mapping, which will still only be applied to logging meetings as tasks.
- "Meeting Booked by" and "Meeting Type" fields will be logged to the custom fields specified under activity field configuration.
- Logging meetings as events will apply only to scheduled meetings; Conversation Intelligence recordings will still be logged as tasks.
Processed Conversation Intelligence web-based meeting recordings will log as tasks in Salesforce. The tasks will log to Leads and Contacts if the record is linked between SalesLoft and Salesforce.
Things to Note: Calls made through the SalesLoft Dialer that are recorded within Conversation Intelligence will log to Salesforce as a Call.
If there are multiple people on the invitees list, the completed task will log to all the people who are on the invitees list of the calendar invite, as long as the invitee exists in Salesforce already.
To ensure Conversation Intelligence web-based meeting recordings push to Salesforce as intended, there are six fields that a team admin must map in your Activity Field Configuration. These fields include:
- Meeting Date
- Meeting Name
- Meeting Assigned To
- Meeting Duration
- Meeting Start Time
- Meeting Recording URL
Admins can use the Meeting Recording URL as a unique identifier when pulling reports-related CI activity data.
Conversation Intelligence recordings will log to Salesforce under the subject line Recording: (Name of the Recording). The comments section will include a list of the invitees as well as the meeting recording URL.